See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,163 | $90,348-15.7% | $75,972+0.3% | $145,922-47.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 13.31% | 620.88%-607.6pp | 359.55%-346.2pp | 561.29%-548.0pp |
| Employer contribution / active EE | $2,043 | $3,311-38.3% | $2,685-23.9% | $4,660-56.1% |
| Participant deferral / active EE | $8,538 | $5,162+65.4% | $4,255+100.6% | $6,688+27.7% |
| Admin fee / account holder | $442 | $8,467-94.8% | $6,467-93.2% | $13,397-96.7% |